ION vs ACWI

AION

BACWI

Measures won1–4ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,115ACWI · IEFA $14,909

Lowest cost0.07%IEFA · $7 on $10k

Most income3.36%IEFA · $336 on $10k

Smallest drop−9.7%ACWI · worst fall in 1Y

Held in common0.1%ION and ACWI

ION

ACWI

ProShares S&P Global Core Battery Metals ETF · $9MiShares MSCI ACWI ETF · $32.3B

+12.9%3 years · per year$14,406 · $17,717+21.0%

[…]5 years · per year[…] · $16,115+10.0%

0.58%Expense ratio$58 · $32 on $10k · lower wins0.32%

2.07%12-mo yield$207 · $144 on $10k1.44%

−44.6%Worst dropSmaller wins−9.7%

38.3%VolatilityLower wins14.8%

1–4ACWI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsION · ACWI

2.6%ELV0.1%

Held in common0.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.44%	+2.6%	+11.2%	+13.9%	+21.0%	+10.0%	−9.7%	$32.3B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$192.8B
3	AION	ProShares S&P Global Core Battery Metals ETFRead Desk	0.58%	2.07%	+2.7%	−22.0%	−0.7%	+12.9%	new	−44.6%	$9M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.44%	+2.6%	+11.2%	+13.9%	+21.0%	+10.0%	−9.7%	$32.3B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$192.8B
3	AION	ProShares S&P Global Core Battery Metals ETFRead Desk	0.58%	2.07%	+2.7%	−22.0%	−0.7%	+12.9%	new	−44.6%	$9M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ION vs ACWI

ION

ProShares S&P Global Core Battery Metals

[…]

ACWI

iShares MSCI ACWI

$16,115

MeasureIONACWI

Fee0.58%0.32%

Cost on $10k a year$58$32

Yield2.07%1.44%

5 years, per year[…]+10.0%

3 years, per year+12.9%+21.0%

Worst drop · 1Y−44.6%−9.7%

Volatility · 1Y38.3%14.8%

4–1measures won
ACWI first

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ION, ACWI, IEFA

Today

21.2%most shared, ACWI and IEFA

IONACWIIEFA

ION—0.1%0.0%

ACWI0.1%—21.2%

IEFA0.0%21.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

ION$207 − $58 = $149

ACWI$144 − $32 = $112

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee